What? The stock market is doing great

S&P 500 up 9% YTD, 62% in the past 5 years

They can, but they shouldn't. The AI boom won't last forever. The RAM, CPU, GPU manufacturers should get the maximum value now to increase manufacturing capacity. It will be needed later for other things.

For example, the crypto mining boom first caused shortages in the GPU market, but the following generation was a really good value. 3080s still sold out, but now it was to gamers. Without the crypto boom, the manufacturers wouldn't have increased the capacity as much and fewer GPUs would been sold to gamers in the next generation

There are multiple chip and RAM manufacturers. They are all swamped with orders